Planned Giving for Smaller Organizations

Help your donors build a legacy that strengthens your organization.

About This Seminar

Smaller organizations sometimes shy away from planned giving, but if you have individual donors, you owe them (and your organization) the possibility of a robust deferred-giving program.

Topics covered / Takeaways:

  • Why planned giving should be on your radar
  • How to develop legacy giving
  • Why a legacy society matters and how you can create one
  • How a legacy society stewards your donors and inspires them to give more now

Who Should Attend:

Anyone responsible for fundraising at their organization.

Registration Fee

  • Early Bird : $75 (ends on 4/12)
  • General Admission: $99


If you are a CNM Member or Scholarship Recipient, please send an email to [email protected] to receive your discount code.

Virtual Seminar

Optimized for the virtual environment, this seminar will consist of presentations, group discussions, breakout group sessions, polls, and short breaks. This is an opportunity to do a deep dive on a topic and leave with tools that you can put into practice immediately.


Janet Levine Consultant

For more than thirty years, Janet Levine has served the nonprofit sector, helping organizations to increase their fundraising capacity. After a long career as a fundraising professional, Janet opened her consulting practice in 2007. Her many clients have ranged from large to small, representing all areas of the sector. In addition to her consulting and coaching practice, Janet has long been a regular trainer with CNM.


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